Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is RF&L Wealth Management LLC’s 4th Largest Position

RF&L Wealth Management LLC cut its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 209,256 shares of the company’s stock after selling 2,525 shares during the period. Dimensional US Marketwide Value ETF comprises about 6.1% of RF&L Wealth Management LLC’s investment portfolio, making the stock its 4th largest position. RF&L Wealth Management LLC owned 0.08% of Dimensional US Marketwide Value ETF worth $8,563,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in the stock. Creative Planning raised its holdings in Dimensional US Marketwide Value ETF by 34.4% in the second quarter. Creative Planning now owns 5,607,380 shares of the company’s stock worth $220,202,000 after purchasing an additional 1,433,941 shares in the last quarter. Cerity Partners LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 3.0% during the 3rd quarter. Cerity Partners LLC now owns 2,510,125 shares of the company’s stock worth $104,647,000 after acquiring an additional 74,115 shares in the last quarter. TCI Wealth Advisors Inc. lifted its position in Dimensional US Marketwide Value ETF by 3.2% during the third quarter. TCI Wealth Advisors Inc. now owns 2,243,112 shares of the company’s stock valued at $93,515,000 after acquiring an additional 69,782 shares during the last quarter. RW Investment Management LLC boosted its stake in Dimensional US Marketwide Value ETF by 1.1% in the third quarter. RW Investment Management LLC now owns 1,357,995 shares of the company’s stock valued at $56,615,000 after acquiring an additional 15,430 shares in the last quarter. Finally, Evanson Asset Management LLC grew its holdings in Dimensional US Marketwide Value ETF by 0.6% in the third quarter. Evanson Asset Management LLC now owns 1,335,218 shares of the company’s stock worth $55,665,000 after purchasing an additional 7,832 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.5 %

Shares of DFUV opened at $42.31 on Friday. The firm has a market cap of $11.08 billion, a PE ratio of 13.63 and a beta of 0.85. The stock has a fifty day moving average price of $42.43 and a 200-day moving average price of $41.42. Dimensional US Marketwide Value ETF has a 12 month low of $36.05 and a 12 month high of $44.61.

Dimensional US Marketwide Value ETF Profile

The Dimensional US Marketwide Value ETF (DFUV) is an exchange-traded fund that is based on the Russell 3000 Value index. The fund is an actively managed portfolio of US stocks, selected for having value characteristics. The fund seeks to provide long-term capital appreciation. DFUV was launched on Dec 16, 1998 and is managed by Dimensional.